Connor Fitzgerald Email and Phone Number

- Currently serving as primary point of contact for all users of the RIA Analytics platform, collaborating with multiple teams across the organization to optimize end user experience- Working with key account contacts to grow and maintain a book of 250+ high profile RIAs

• Key member of a specialized service team, focused on the analytics offering of a leading Financial Technology firm• Personally handled inbound service requests for top tier financial institutions and RIAs• Hosted client portal demos across all lines of businesso Asset Manager, Enterprise, Advisor, and RIA• Worked closely with the RIA sales team during the client onboarding process, acting as relationship manager once complete • Partnered with sales and management teams to run portal usage initiatives, aiding in analytics becoming one of the fastest growing sectors in the Company

• Founding partner of a mobile application adding a digital solution to the parking infrastructure of historical urban environments• Procured legal representation for the Company, acting as legal liaison with respect to the everyday decisions of the venture• Actively collaborated with developers throughout the App and Hardware build process• Negotiated with city officials regarding the integration of the MobiMeter suite of products• Patent pending

• Junior sales management role aiding to increase efficiency within the Customer Success team• Trained new and existing staff on best practices for sales and service • Compiled and analyzed daily sales reports• Assigned all incoming leads and opportunities to Inside Sales team

• Integral member of a flex team that handled customer needs throughout all aspects of the sales cycle.• Closed inbound and outbound sales for multiple product offerings• Maintained account relationships while consistently exceeding monthly outbound sales targetso Allocated 30% monthly revenue• Oversaw projects aimed at improving internal customer success processes

Surgent (formerly known as Surgent McCoy) is a leader in the field of continuing professional education (CPE) for CPAs and other financial professionals. We will provide thousands of CPE webinars, self-study courses, CPE packages, and live seminars this year for accounting, tax preparation, and financial professionals all across the country. For more than 30 years, we have partnered with nearly all state societies of CPAs and hundreds of the nation's top accounting firms.• Served as the first point of contact in all interactions with continued education customers • Over 90% Handle rate • Managed inbound sales calls • Vetted leads for outbound sales

• Fulfilled user “Deal Requests” in real-time while recording CX data for the development team • Assisted in the transition from a manual ticket system to an automated user workflow

• Copywriting intern at a progressive marketing firm in downtown Charleston• Spearheaded the Tide Hound media campaign • Wrote copy in a wide range of mediums focusing on individual client needs• Interacted with clients on a day-to-day basis to help better manage social media and other aspects of their media plan.